Artisan Advisors was formed to help community bankers navigate their way to success in an increasingly complex operating and regulatory environment. Artisan Advisors is driven by its belief in the importance and long-term viability of community banking. Our goal is to craft banking solutions for our clients that not only represent “best industry practices” but also are designed to be practical and easily implemented. We at Artisan use our own experience in the banking industry to get to the heart of the issue, whether strategic or operational, and then recommend a well thought out course of action. We also seek long-term relationships with our clients because that is the only way to deliver high quality, value-added advisory services. As an Artisan Advisors client, our collective banking knowledge and experience will be a valuable asset to your board of directors and management.
Artisan Advisors exists to be of service to our clients. We are here for one reason – to help your financial institution be the best it can be. As former bank presidents, board members, and CFOs, ourselves, we have a unique understanding of the daily issues and opportunities financial institution executives face - because we’ve been there. We bring that depth of understanding and personal connection to every client, every project and every meeting. We sit down with you, roll up our sleeves and get the work done – for the benefit of your bank and the community it serves.
The Right Results
Establishing and working together toward the right strategic goals, we help make you better bankers. We develop winning strategies and stay with you as they are successfully executed. We identify and solve problems, implement solutions that will make customers happy and create organizational value. Whether you need to develop a high-impact strategic plan, improve your operational efficiency, better your loan portfolio performance, or elevate your compliance and regulatory results, Artisan Advisors is the right team for getting results.
We have a deep bench of battle-tested financial professionals, whose expertise ranges from long view strategic planning, interim executive management and recruitment services to intensive compliance, regulatory and data management. We put that expertise to work in the right way, every time, for our clients.
Jim Adkins is one of the founders and a Managing Partner of Artisan Advisors LLC. Jim provides advisory services in the following areas: board advisory, strategic and organizational planning, capital planning, executive coaching and evaluation, and enterprise risk management. Jim has also successfully completed numerous interim banking executive assignments, guiding clients through executive-level transitions.
Jeffrey M. Voss, CPA
Jeff is a founder and a Managing Partner of Artisan Advisors, LLC, a premier consulting firm, which was formed to serve the financial industry, community banks and credit unions. Since 2009, Jeff has advised and assisted C-suite level officers and their boards of directors on a variety of management, financial, operational and regulatory matters, with an emphasis on strategic planning, financial forecasting, risk management practices and capital planning.
Peter J. Fotopoulos
Peter Fotopoulos has served as an executive level management consultant with Artisan Advisors, LLC, a boutique consulting firm providing financial, operational and regulatory advisory support to financial institutions, since 2011. His areas of expertise and client service include strategic planning, financial management, operational analysis, profit improvement analysis, assets liability management, loan loss allowance methodology and valuation and regulatory order response management.
Thomas P. FitzGibbon, Jr.
A renowned financial executive, industry innovator and community leader with more than 45 years of experience in community banking, Tommy’s expansive career has found him in nearly every aspect of banking, including an array of executive and board positions that have encompassed operations, compliance, community development, retail banking and mortgage lending. Tommy brings an unparalleled depth and breadth of experience to Artisan Advisors and the clients he serves.
John Hecht, CPA
An award-winning community banker and consultant with over 35 years of experience, John brings significant expertise in a vast array of banking services and is a licensed CPA. He has a proven record of organizational growth and has held executive leadership & board level positions in banking and numerous community and professional organizations.
Daniel R. Kadolph, CPA
Dan Kadolph is a founding member and managing director with Artisan Advisors, where he provides strategic financial management services and serves as interim management for various clients.
For much of his banking career, Dan has been a chief financial officer with a track record as a progressive executive leader, operational and business strategist. He has been a trusted advisor to chief executive officers and Boards, with a history of sound financial guidance in complex business situations involving rescue, turnaround, and growth of financial institutions.
David has broad financial services expertise with concentrations in commercial credit, special assets, core business development and acquisitions. He served on four community bank boards and multiple not-for-profit boards and has an extensive history of community service. David has a passion for developing talent and was a leadership instructor in the Wintrust Academy.
Managing Director Strategic Marketing
Cynthia Rohde is an award-winning public relations veteran with a career-long focus in consumer brands, corporate, financial and business-to-business communication.
A skilled integrated-communications strategist, media trainer and storyteller, Cynthia works closely with clients to craft high-impact messaging that tells their stories in an engaging and persuasive way through paid, earned, shared and owned media.
Kathy has substantial experience with capital planning, strategic planning, and financial projections. Her expertise also includes the audit and examination process and the resolutions of findings and criticisms noted therein. Additionally, Kathy has worked extensively in S Corporation conversions, evaluation and implementation of niche lending and non-interest revenue programs, and bank-owned service corporations.
Ron Mercer, CPA
Ron Mercer is a director with Artisan Advisors who had previously worked with the firm in a consulting capacity since its founding. A seasoned advisor to bank directors and C-suite executives, he specializes in evaluation of properties held as collateral, appraisal review, workout plans and disposition of troubled assets, along with OREO management and regulatory enforcement actions.
William Ozanic, a director with Artisan Advisors, brings a wealth of diverse experience to the team. A specialist in the commercial loan process, his expertise extends to credit analysis and underwriting, credit and financial underwriting, real estate and commercial lending, troubled asset resolution and management, compliance, risk assessment and mitigation, and operations management.
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